08 November 2018

Arian Neiron, Managing Director

There has been much talk about the trade war between China and the US. While it has been said that in the US the consumer is king and the US consumer has been behind much of that nation’s growth, no such claims have been made about the Chinese consumer - yet.

While the US has around 330 million potential consumers, China has 4 times that many at almost 1.4 billion. China is an economy undergoing a profound transformation in which consumer-oriented sectors are gradually replacing heavy industry and low cost manufacturing as the country’s economic engines. As demographics shift, the Chinese consumer could be the economic defence in any ongoing trade dispute.

26 October 2018

by Russel Chesler, Director, Investments & Portfolio Strategy

Bonds are complicated investments. Their price determined by not only the characteristics of the underlying issuer, but also by a broad range of macro-economic factors, including the level of interest rates. The longer dated a bond, the more exposed it is to rate movements. However, investors can position their portfolios to minimise the impact of rising rates by shortening bond duration.

11 October 2018

by Arian Neiron, Managing Director

And so it continues, more and more corporate scandals highlighting that companies that ignore ESG factors can cost shareholders dearly. Evidence is mounting that companies that adopt environmental, social and governance (ESG) factors in their management and operations benefit from improved financial outcomes, largely through risk reduction. Our new white paper explains how targeting high ESG performers can therefore benefit investors.

06 October 2018

by Russel Chesler, Director, Investments & Portfolio Strategy

The way investment managers manage money and how their performance is assessed has changed. To understand whether the professional fund managers you engage are keeping pace with evolving investment strategies, you need to look at α, ß and smart ß.

14 September 2018

by Michael Brown, Director, Operations & Finance

Managed funds allow financial advice to be implemented with great efficiency. They are a fundamental tool for wealth creation. The only negative aspect of dealing with managed funds has been the incomprehensible tax laws that have governed them. The Government recently modernised these tax laws, enabling a key improvement for you and your clients - but you could be missing out.